We've added the ability to now customize tabs 2 and 4 in the new design. To the right of the Add Ons tab you'll now see a down arrow that will allow you to change the tab. If you have a page you use often that does not show up in the dropdown, please let us know and we'll add it in.
We've added a new field when creating a new bill titled interest. If you have a total amount set, you can now also set the interest to pay it off so that it will appear on the Pay Down Schedule page. If you have setup a Loan Transfer, the interest will be calculated from the account instead.
We've updated the Charts page to now include high and low points for each month over a 12 month period. To access, from the Charts page, you'll now see links on the side instead of a dropdown. At the bottom click Highs & Lows.
We've added an 'approve all' link to the bottom of each account on the My Transactions page to make it easier to approve several transactions if you dont need to go through them individually.
We've update the subscription to now allow users on the standard plan to include AutoSync for the main account only. If you do not use sub-accounts and have upgraded, thank you and please send us an email to lower your subscription.
We've added the ability to create rules for your Payees so that when any transaction get imported into the system, we'll automatically convert it to the name you choose. Additionally, this gives you the ability to update existing transaction payees quickly. To access, go to the Payees page from the left navigation and you'll now see a rules section at the top.
You can now select by dropdown which type of search you want to perform (link, notes, transactions).
Transaction Filter - You can now filter your search results even more by category, account, or amount.
At the bottom of transaction search results, you'll now see the ability to apply a category to all search results listed, or you can also move all search results to another account. This makes it easy to move transactions back and forth as needed.
New Logo, Automatic Transactions, and New Home Page
We're happy to release the new Logo and Home page for the BudgetTracker site. In addition to this release, we've also integrated Automatic Transactions so users can now retrieve transactions automatically from your bank or financial institution each night. To learn more about AutoSync, please go to the Subscription page by clicking the Subscription link at the bottom of the page.
